UNISON ASSET MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NU | 1.41M | $20.32M |
 | BAC | 119K | $5.79M |
 | ONON | 116K | $3.94M |
 | GOOGL | 84K | $24.07M |
 | ORLY | 80K | $7.42M |
 | WFC | 68K | $5.40M |
 | CDW | 49K | $5.97M |
 | AXP | 47K | $14.33M |
 | BRK-B | 46K | $21.84M |
 | JPM | 43K | $12.77M |
 | META | 38K | $21.97M |
 | LOW | 31K | $7.42M |
 | ELV | 28K | $8.31M |
 | V | 28K | $8.37M |
 | MSFT | 28K | $10.19M |
 | TSM | 26K | $8.93M |
 | AAPL | 22K | $5.57M |
 | UNH | 21K | $5.65M |
 | ADBE | 17K | $4.11M |
 | UBER | 8K | $550.26K |
Nu Holdings Ltd.
NU
Shares Held
1.41M
Value
$20.32M
Bank of America Corporation
BAC
Shares Held
119K
Value
$5.79M
On Holding AG
ONON
Shares Held
116K
Value
$3.94M
Alphabet Inc.
GOOGL
Shares Held
84K
Value
$24.07M
O'Reilly Automotive, Inc.
ORLY
Shares Held
80K
Value
$7.42M
Wells Fargo & Company
WFC
Shares Held
68K
Value
$5.40M
CDW Corporation
CDW
Shares Held
49K
Value
$5.97M
American Express Company
AXP
Shares Held
47K
Value
$14.33M
Berkshire Hathaway Inc.
BRK-B
Shares Held
46K
Value
$21.84M
JPMorgan Chase & Co.
JPM
Shares Held
43K
Value
$12.77M
Meta Platforms, Inc.
META
Shares Held
38K
Value
$21.97M
Lowe's Companies, Inc.
LOW
Shares Held
31K
Value
$7.42M
Elevance Health Inc.
ELV
Shares Held
28K
Value
$8.31M
Visa Inc.
V
Shares Held
28K
Value
$8.37M
Microsoft Corporation
MSFT
Shares Held
28K
Value
$10.19M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
26K
Value
$8.93M
Apple Inc.
AAPL
Shares Held
22K
Value
$5.57M
UnitedHealth Group Incorporated
UNH
Shares Held
21K
Value
$5.65M
Adobe Inc.
ADBE
Shares Held
17K
Value
$4.11M
Uber Technologies, Inc.
UBER
Shares Held
8K
Value
$550.26K